EVERTEC, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 11/13/2025 | 9.60 M | $324.19 M | 0.58% | 14.99% |
| BLACKROCK, INC. | 11/12/2025 | 9.21 M | $311.12 M | -2.27% | 14.38% |
| VANGUARD GROUP INC | 11/07/2025 | 7.17 M | $242.11 M | 0.02% | 11.19% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 4.89 M | $165.32 M | 7.36% | 7.64% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11/13/2025 | 3.37 M | $113.75 M | -1.99% | 5.26% |
| STATE STREET CORP | 11/14/2025 | 2.46 M | $82.95 M | 0.27% | 3.84% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 11/12/2025 | 1.82 M | $61.36 M | -1.76% | 2.84% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.54 M | $52.15 M | 4.53% | 2.41% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 1.51 M | $51.11 M | -1.56% | 2.36% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 1.51 M | $50.88 M | -16.14% | 2.35% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2025 | 1.18 M | $39.79 M | 2.12% | 1.84% |
| LOOMIS SAYLES & CO L P | 11/13/2025 | 1.16 M | $39.24 M | -2.52% | 1.81% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 850.78 K | $28.74 M | -0.82% | 1.33% |
| NORTH STAR ASSET MANAGEMENT INC | 11/10/2025 | 805.12 K | $27.20 M | -1.03% | 1.26% |
| NORTHERN TRUST CORP | 11/14/2025 | 771.16 K | $26.05 M | -4.82% | 1.20% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 686.28 K | $23.18 M | 731.57% | 1.07% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 655.38 K | $22.14 M | 2.56% | 1.02% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 644.63 K | $21.78 M | 0.55% | 1.01% |
| BOSTON PARTNERS | 11/13/2025 | 526.86 K | $17.66 M | 44.96% | 0.82% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 496.93 K | $16.79 M | -2.60% | 0.78% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 496.33 K | $16.77 M | 32.34% | 0.78% |
| MORGAN STANLEY | 11/14/2025 | 486.95 K | $16.45 M | -25.83% | 0.76% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 438.80 K | $14.82 M | 1.52% | 0.69% |
| CLIFFORD CAPITAL PARTNERS LLC | 11/14/2025 | 436.71 K | $14.75 M | 0.29% | 0.68% |
| NATIXIS ADVISORS, L.P. | 11/13/2025 | 395.73 K | $13.37 M | -29.12% | 0.62% |
| JPMORGAN CHASE & CO | 11/26/2025 | 384.09 K | $12.97 M | 0.05% | 0.60% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 11/14/2025 | 362.72 K | $12.25 M | 44.28% | 0.57% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 349.95 K | $11.82 M | 10.87% | 0.55% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 340.39 K | $11.50 M | 63.62% | 0.53% |
| PATHSTONE HOLDINGS, LLC | 11/13/2025 | 323.95 K | $10.94 M | 1.54% | 0.51% |
| PALISADE CAPITAL MANAGEMENT, LP | 11/14/2025 | 302.75 K | $10.23 M | -1.19% | 0.47% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 284.94 K | $9.63 M | -10.66% | 0.45% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 276.83 K | $9.35 M | -1.53% | 0.43% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 249.60 K | $8.43 M | -2.70% | 0.39% |
| INVENOMIC CAPITAL MANAGEMENT LP | 11/14/2025 | 247.54 K | $8.36 M | 114.36% | 0.39% |
| NUVEEN, LLC | 11/12/2025 | 246.59 K | $8.33 M | 0.00% | 0.39% |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 11/13/2025 | 217.55 K | $7.35 M | 0.00% | 0.34% |
| NICHOLAS COMPANY, INC. | 11/12/2025 | 215.98 K | $7.30 M | -0.05% | 0.34% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 206.73 K | $6.98 M | 53.32% | 0.32% |
| HEARTLAND ADVISORS INC | 11/07/2025 | 200.00 K | $6.76 M | 81.82% | 0.31% |
| ALPINE PEAKS CAPITAL, LP | 11/14/2025 | 190.80 K | $6.45 M | 14.39% | 0.30% |
| RHUMBLINE ADVISERS | 11/06/2025 | 177.82 K | $6.01 M | 1.60% | 0.28% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 177.18 K | $5.99 M | -3.37% | 0.28% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2025 | 168.05 K | $5.68 M | 142.56% | 0.26% |
| INVESCO LTD. | 11/13/2025 | 160.85 K | $5.43 M | -8.44% | 0.25% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 158.11 K | $5.34 M | -30.58% | 0.25% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 141.31 K | $4.77 M | -1.54% | 0.22% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 134.38 K | $4.54 M | 3.35% | 0.21% |
| BARCLAYS PLC | 11/12/2025 | 133.43 K | $4.51 M | -20.73% | 0.21% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 133.06 K | $4.49 M | -23.83% | 0.21% |
EVERTEC, Inc. institutional Ownership - FAQ's
During the previous two years, 391 institutional investors and hedge funds held shares of EVERTEC, Inc.. The most heavily invested institutionals were:
FMR LLC: 9.6 M
BlackRock, Inc.: 9.21 M
VANGUARD GROUP INC: 7.17 M
AMERICAN CENTURY COMPANIES INC: 4.89 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 3.37 M
STATE STREET CORP: 2.46 M
99.14% of EVERTEC, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 82.24 M shares in the last 24 months. This purchase volume represents approximately $2.68 B in transactions.